+78.7%
CZFS vs VOO
+80.9%
-2.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +1.1% | +0.1% | +1.0% | +1.0% |
| 3M | +30.2% | +2.0% | +28.1% | +27.5% |
| 6M | +33.3% | +13.0% | +20.2% | +17.9% |
| YTD | +47.8% | +13.6% | +34.2% | +30.0% |
| 1Y | +38.5% | +20.1% | +18.4% | +14.2% |
| All | +78.7% | +80.9% | -2.2% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling